✓PURCHASE COMPLETE / YOUR PLAYBOOK IS READY
GOOD MOVE.
LET’S PUT IT TO WORK.
Protect — Trust Activation Playbook
Your trust activation checklist, worksheets, EIN guide, and 30-day plan are ready.
DO THIS FIRSTSave the file. Open the first worksheet. Spend 15 minutes filling in what you already know. Leave blanks where you need help.
AFTER THE WORKSHEETIdentify the help you need. Then talk with Mark and his team.
Choose the path your answers point to: revocable living trust and estate-plan setup, life insurance and cash-value design, or retirement-income options. Mark personally helps families with life insurance, and Mark and his team can help complete revocable living trusts and estate plans. Support is available in all 50 states through appropriately licensed or authorized professionals.
Please complete the relevant playbook worksheet before requesting a review. Recommendations and services depend on your needs, state, eligibility, and the professionals involved.
Keep this page open until your download finishes. Your purchase is for personal use. Please do not share or resell the files.
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LEGACY WEALTHACADEMY